• Maintenance of General Ledger and preparation of appropriation and revenue reports• Management of Federal and State level grants• Custodian of District funds• Assistance with the preparation and submission of NYSED state aid information• Preparation of monthly Treasurer reports for the Board of Education• Maintenance of bank accounts, including the transferring of funds and preparing bank reconciliations• Responsible for investment of District Reserve funds to generate revenue for the District• Assistance with annual budget preparation • Management of Nutrikids point of sale system• Special projects for the Business Official • Fixed asset management• Provide support for clerks in the Business Office

• Responsible for monthly recording of journal entries.• Performed account reconciliations at the end of each month to ensure that the accounts were consistent, accurate, and complete.• Prepared reports on a quarterly basis to assist the auditors with the issuance of the quarterly financial statements.• Worked directly with the accounts payable and accounts receivable departments to ensure proper reporting of checks issued and received within the company.• Reviewed fixed asset accounts on a monthly basis to determine if it was proper to capitalize assets.• Prepared quarterly analysis of budgeted, actual, and historical data.

• Primary areas of focus: tax, retirement plan audits, and third party administration.• Tax- Reviewed work performed by the Staff Accountants.- Worked on Corporation, Partnership, Individual, and Fiduciary tax returns.- Reviewed and assisted with the issuance of compiled and reviewed financial statements.- Required to stay up to date and reported on the implementation of new accounting policies.- Analyzed data and prepared tax planning and projections to help clients obtain the best tax outcomes related to their situations.- Established and maintained relationships with clients throughout the year.• Audit- Performed audits of 401(k) and 457(b) plans.- Oversaw the fieldwork and testing of retirement plans.- Reviewed and assisted in the issuance of financial statements that are required by ERISA.- Required to stay up to date and report on the implementation of new accounting policies.- Worked directly with clients to obtain the materials required to prepare the audit.• Third Party Administration- Administration of 401(k) plans throughout the year.- Analyzed and reviewed Plan Documents for 401(k) plans to ensure that Plan Sponsors were in compliance with their Plan Documents.- Prepared and reviewed annual compliance testing that is required at year end for the 401(k) plans.- Prepared and reviewed the annual reports that are required by ERISA.• Software Specialties:-ProSystem Fx Tax-Caseware-Datair Pension System WIN-Datair Pension Reporter-BNA Fixed Assets-BNA Income Tax Planner

• Six week intern program where I worked in both the tax and audit departments.• While in the tax department I prepared individual and partnership tax returns and I prepared compiled and review financial statements.• Completed control tests for cash, accounts receivable, and accounts payable during my time in the audit department.

• Preparation of individual tax returns.• Maximized the refund received by individuals by taking advantage of various credits such as, the Earned Income Tax Credit, the Low-Income Housing Credit, and the Making Work Pay Credit.

• Communicated with the Australia Taxation Office on a regular basis for compliance during the liquidation process of companies.• Attended Creditor's Meetings in order to properly dispose of assets held by the insolvent companies.• Assisted with the valuation of companies undergoing liquidation.